2014-05-13T11:59:45-05:00 2013-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2012-07-01 941393894 THE HAMLIN SCHOOL HAML 4159220300 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 CRISTINA CASACUBERTA 4159220300 2014-05-13 1 MAGA E KISRIEV P01008919 4157810793 2012 2015-11-30 17:44:51Z CRISTINA CASACUBERTA 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 15027147 0 X WWW.HAMLIN.ORG X 1896 CA TO EDUCATE GIRLS AND YOUNG WOMEN TO MEET THE CHALLENGES OF THEIR TIME. 29 29 172 400 -971 -1569 3249388 1459938 10777824 11601116 -1213114 302823 219091 490469 13033189 13854346 1222146 1380855 0 0 8855077 9008365 0 0 1088003 4200108 4884087 14277331 15273307 -1244142 -1418961 56870529 57603105 25753516 26541683 31117013 31061422 X THE HAMLIN SCHOOL EDUCATES GIRLS TO MEET THE CHALLENGES OF THEIR TIME AND INSPIRES THEM TO BECOME EXTRAORDINARY THINKERS AND INNOVATORS, COURAGEOUS LEADERS, AND WOMEN OF INTERGRITY. 0 0 11526750 1306688 11123991 PROVISION OF EDUCATIONAL CURRICULA TO GIRLS DAY SCHOOL GRADES KINDERGARTEN THROUGH EIGTH GRADE INCLUDING EXTRACURRICULAR ACTIVITY AND FINANCIAL ASSISTANCE. 85051 96570 THE HAMLIN MUSIC ACADEMY IS AN OFFERING OF AFTER SCHOOL INSTRUMENT LESSONS. STUDENTS MAY REGISTER FOR INDIVIDUAL OR PAIR 30-MINUTE LESSONS IN FLUTE, GUITAR, VIOLIN, CELLO, CALRINET OR SAXAPHONE. 240022 56582 300670 THE PROGRAM'S OVERARCHING GOALS ARE TO: PROVIDE QUALITY EXTENDED DAY PROGRAMMING FOR HAMLIN'S WORKING FAMILIES, CREATE AN ENVIRONMENT WHERE COMMUNITY AND YOUTH DEVELOPMENT ARE EMPHASIZED, OFFER A BALANCE OF STRUCTURED AND INDEPENDENT ACTIVITY CHOICES, TO INTRODUCE THE GIRLS TO SOME KEY COMPONENTS OF OUR COMMUNITY, THE CAMPUS, THE NEIGHBORHOOD AND OF COURSE EACH OTHER. CLASSES ARE CLIMBING WALL ACITVITIES, DANCING, GYMNASTICS AND CERAMICS. 55393 17585 79885 HAMLIN HELD HOLIDAY AND SUMMER CAMPS. SOME CAMPERS PARTICIPATED IN EXCITING CAMP ACTIVITIES AND EXPLORED THE CITY ON FIELD TRIPS WHILE SOME MIDDLE SCHOOL CAMPERS TOOK SUMMER TRIPS TO THE GRAND TETONS. 55393 17585 79885 11907216 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 69 0 172 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X ANN KUNG CONTROLLER 4156745454 2120 BROADWAY STREET SAN FRANCISCO CA 941151329 DAVID SCHMAIER 1.00 X X 0 0 0 ANNE PEDRERO 1.00 X X 0 0 0 JACKIE KILIAN 1.00 X X 0 0 0 SAM BRADLEY 1.00 X X 0 0 0 ABIGAIL TURIN 1.00 X 0 0 0 AMANDA MICHAEL 1.00 X 0 0 0 AMY ATKINSON 1.00 X 0 0 0 BRENDON WOODS 1.00 X 0 0 0 DALE HILPERT 1.00 X 0 0 0 DAVID CHUNG 1.00 X 0 0 0 DEBORAH DOUGLAS 1.00 X 0 0 0 ELENA MADSEN 1.00 X 0 0 0 ERIC PROSNITZ 1.00 X 0 0 0 JANE PRIOR 1.00 X 0 0 0 JEAN PIERRE CONTE 1.00 X 0 0 0 JOHN FERNANDES 1.00 X 0 0 0 KAREN DIENST 1.00 X 0 0 0 KATHRYN LASATER 1.00 X 0 0 0 LEESA ROMO 1.00 X 0 0 0 LINDY YURICH 1.00 X 0 0 0 LISA ZANZE 1.00 X 0 0 0 LORAINE FULMER 1.00 X 0 0 0 MARC CABI 1.00 X 0 0 0 MAX RUSTON 1.00 X 0 0 0 MIKE HOUSE 1.00 X 0 0 0 NANCI KAUFFMAN 1.00 X 0 0 0 RAJ ATLURU 1.00 X 0 0 0 RAJ PATEL 1.00 X 0 0 0 STEVEN WALSKE 1.00 X 0 0 0 WANDA HOLLAND GREENE 40.00 X 379465 0 30804 ANNE PAXTON 40.00 X 129291 0 15879 MARISA BELLINGRATH 40.00 X 121214 0 17414 NORA STERRIN GOOCH 40.00 X 175924 0 3418 LAURIE SCOTT 40.00 X 121984 0 21563 JANICE MICHA 40.00 X 101918 0 18887 AMY WOODSON 40.00 X 115536 0 13422 1145332 0 121387 8 0 1 0 EPICUREAN GROUP 111 MAIN STREET 3 LOS ALTOS CA 94022 FOOD CATERING 735611 PLANT CONSTRUCTION COMPANY 300 NEWHALL STREET SAN FRANCISCO CA 94124 CONSTRUCTION 190089 AMERICOURT INC 4808 OAKGREEN COURT RALEIGH NC 27612 PLAYGROUND RESURFACING 127668 G&J MAINTENANCE 1027 LODGE HILL LANE HOUSTON TX 77090 JANITORIAL SERVICE 117917 BRIDGES SF LLC PO BOX 27454 SAN FRANCISCO CA 94127 PLACEMENT/TEMP HELP 116930 6 164461 1295477 190477 1459938 TUITION FEES 611710 11123991 11123991 AFTER SCHOOL PROGRAMS 611710 477125 477125 11601116 280115 -971 281086 38828 6223 32605 32605 32605 860057 837349 22708 22708 22708 783185 164461 329229 453956 453956 MISCELLANEOUS 900099 3908 3908 3908 13854346 11601116 -971 794263 1380855 1380855 562150 169210 325256 67684 6445716 5074317 865750 505649 416744 317170 79769 19805 1070471 891342 127657 51472 513284 399683 73468 40133 26158 26158 108876 108876 5351 5351 211141 25523 185618 17408 16054 1354 105163 90062 15101 404716 307584 68802 28330 12382 10892 1490 24399 24399 972525 739119 165329 68077 1497705 1138256 254610 104839 154248 117229 26222 10797 LUNCH PROGRAM 593305 593305 SCHOOL ACTIVITIES/EVENT 316383 316383 TEACHING TOOLS/SUPPLIES 281602 281602 FIELD TRIPS 61182 61182 91543 29917 58871 2755 15273307 11907216 2278088 1088003 22411 9915 2960870 3307328 1770412 1603118 41991 51223 250093 319374 47312599 17744978 30044133 29567621 10770485 14663229 10743304 7825176 266830 256121 56870529 57603105 1482232 1394717 4222137 5097819 20049147 20049147 25753516 26541683 X 21416094 21230585 1362829 1484103 8338090 8346734 31117013 31061422 56870529 57603105 -1418961 1363368 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11486082 204789 1251781 1535210 11407442 12533001 1297435 -949953 1394401 11486082 12985922 535260 1264310 2252491 12533001 13995501 797759 540891 2348229 12985922 12456117 1946134 78686 485436 13995501 0.24900 0.73170 0.01930 0 0 12368393 12368393 31435213 14964295 16470918 3508993 2780683 728310 29567621 ALTERNATIVE INVESTMENT FUNDS 6377775 F BOND RESERVE FUND 1447401 F 7825176 X 13836859 1363368 -1380855 -17487 13854346 0 13854346 13892451 0 13892451 1380855 1380855 15273306 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD OF TRUSTEES OF THE SCHOOL HAS INTERPRETED THE SPMIFA AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE SCHOOL CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR- RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURES BY THE SCHOOL IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY SPMIFA. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SCHOOL IS A TAX EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA TAX CODE. THE SCHOOL'S CURRENT ACCOUNTING POLICY IS TO EVALUATE UNCERTAIN TAX POSITIONS. ACCORDINGLY, A LOSS CONTINGENCY IS RECOGNIZED WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITION AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL AND STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2009 AND 2008, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS -1,380,855. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST REVENUE ON FS 1,380,855. PART XI, LINE 1: TOTAL REVENUE, GAINS, AND OTHER SUPPORT PER AUDITED FINANCIAL STATEMENTS $ 13,860,091 TOTAL REVENUE FROM HSPA (23,232) PART XI, LINE 1, TOTAL REVENUE $ 13,836,859 PART XII, LINE 1: TOTAL EXPENSES PER AUDITED FINANCIAL STATEMENTS $ 13,891,542 TOTAL EXPENSE FROM HSPA 909 PART XII, LINE 1, TOTAL EXPENSES $ 13,892,451 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 AN ARTICLE IS PLACED IN THE SAN FRANCISCO CHRONICLE IN MAY OF EACH YEAR STATING THE NON-DISCRIMIATION POLICY OF THE SCHOOL. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4570786 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 3838920 0 0 0 0 0 0 8409706 0 8409706 0 0 0 0 1 0 GALA 667007 164461 502546 57583 46523 2500 23337 WINTERFEST 116133 116133 39185 5634 400 28518 1 164506 164506 51828 26742 760 46220 947646 164461 783185 148596 78899 3660 98075 329230 453955 1 FINANCIAL AID 82 1380855 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: REGISTRAR WORKS WITH DIRECTOR OF FINANCE TO KEEP TRACK OF GRANTS ISSUED AND MAINTAINS A SPREADSHEET OF USAGE DURING THE SCHOOL YEAR. THE SCHOOL GRANTS FINANCIAL ASSISTANCE TO FAMILIES BASED ON NEED. FAMILIES ARE REQUIRED TO COMPLETE AN APPLICATION TO DEMONSTRATE NEED AND TO SUBSTANTIATE THEIR APPLICATION BY PROVIDING THE SCHOOL COPIES OF THEIR FEDERAL TAX RETURN AND ALL SCHEDULES AS WELL AS THEIR W-2 FORMS. X X 1 1 X X 0 0 0 0 0 0 0 0 0 WANDA HOLLAND GREENE 299990 0 0 0 79475 0 20424 0 10380 0 410269 0 19450 0 NORA STERRIN GOOCH 175924 0 0 0 0 0 2080 0 1338 0 179342 0 0 0 PART I, LINE 1A HEAD OF SCHOOL IS PROVIDED A RESIDENCE TO LIVE IN AND THE VALUE OF THE HOUSING IS GROSSED UP AND ADDED TO THE W-2 COMPENSATION. A ABAG FINANCE AUTHORITY FOR NONPROFIT CORPORATIONS 943130123 00037CJY7 2007-06-26 20049147 REFINANCE "2002 BONDS"; ACQUISITION AND DEVELOPMENT OF ADJACENT PROPERTY 1 0 0 A 20049147 1444265 315000 317647 2009 1 0 0 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 X 2 26016 FAIR MARKET VALUE X HOUSEHOLD ITEMS 76 164461 FAIR MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART I, LINE 6: VOLUNTEERS ARE ESTIMATED SINCE THE SCHOOL HOLDS MANY EVENTS THROUGHOUT THE YEAR AND MANY ORGANIZED COMMITTEES REQUIRE VOLUNTEERS. THERE ARE 400 STUDENTS AND IT IS ESTIMATED THAT AT LEAST ONE, SOMETIMES TWO PARENTS OF EACH STUDENT WILL VOLUNTEER ANYWHERE FROM A COUPLE OF HOURS PER YEAR TO A COUPLE OF HOURS PER WEEK AND WORK IN THE LIBRARY OR LUNCH PROGRAM, HELP WITH A SPECIAL EVENT, OR SERVE ON A COMMITTEE. THE VOLUNTEER WORK HELPS THE FUNDRAISING EFFORTS AND ALSO BUILDS THE SCHOOL'S COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL DRAFT OF THE 990 WILL BE DISTRIBUTED BY THE DFO TO THE AUDIT COMMITTEE MEMBERS PRIOR TO MAY AUDIT COMMITTEE MEETING AND THE FINAL DRAFT 990 WILL BE REVIEWED AT THE MEETING. ALL QUESTIONS WILL BE ADDRESSED PRIOR TO THE FILING DEADLINE OF MAY 15TH. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS, BOARD VOLUNTEERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS ARE INVESTIGATED. FORM 990, PART VI, SECTION B, LINE 15A THE DFO PULLS COMPARABLE SCHOOLS' COMPENSATION DATA FOR THE POSITIONS LISTED ABOVE AND THEN THE EXECUTIVE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF THE BOARD OF TRUSTEES CHAIR, VICE-CHAIR AND FINANCE COMMITTEE CHAIR/TREASURER, REVIEWS AND APPROVES THE COMPENSATION OF THE HEAD OF SCHOOL. THE BOARD REVIEWED COMPARABLE COMPENSATION DATA WHEN IT APPROVED THE HIRING OF ITS DFO IN 2012, AND HAS CHARGED THE EXECUTIVE COMPENSATION COMMITTEE WITH REVIEWING SUCH DATA AND APPROVING THE COMPENSATION OF ITS DFO AND CEO ON ANNUAL BASIS IN THE FUTURE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS CAN BE REQUESTED. REQUESTS CAN BE MADE TO CRISTINA CASABUBERTA, DIRECTOR OF FINANCE AND OPERATIONS. (415)674-5417